Mosaic Wealth Advisors, Carmel, IN

07/07/2023

Proud to partner with such an excellent group!

06/03/2023

What is considered a good credit score? And how does your score measure up? Learn how to improve your credit score to get the best terms and rates. https://bit.ly/3UJ0HON

Data shows credit score averages tend to increase as credit holders age because of their account history. Here's what's considered a "good" score.

06/01/2023

End-of-life planning may seem uncomfortable, but viewing it as a gift to your loved ones is one way to get started. Follow these steps to create a will and keep a record of your accounts and belongings to help your family in the future: https://n.pr/3oFKfna

Talking about death makes many of us uncomfortable, so we don't plan for it. But the reality is that even a small amount of planning ensures our final wishes are honored — and makes it easier on our family and friends. This episode will help you get started on making a will and an advance directiv...

02/16/2023

The latest Consumer Price Index shows that, while inflation has eased for the seventh straight month, it doesn’t appear to be quickly returning to the 2% rate the Federal Reserve is targeting. Read on for an analysis: http://bit.ly/3lBV205

January's inflation report showed a continued decline from prior months. Investors are hopeful it will prompt the Fed to pause rate hikes.

02/09/2023

We are very pleased to announce the merger of our firm with Innovative Financial Solutions (IFS), a practice with offices in Bloomington, Indiana and Palm Coast, Florida and now Carmel, IN. Steve and Nancy have known the advisors of IFS for 12+ years and count them as friends, mentors, and partners. IFS has a team and systems in place that mirror our own goals of expert advice and financial planning that Mosaic Wealth Advisors strives for. Check out our new website below!

For over two decades Innovative Financial Solutions, Inc. has been providing financial guidance to families in Indiana, Florida and across the United States.

07/22/2022

Are we in a recession? Or are we not in a recession? This article explains some of the factors that go into defining a recession beyond just negative GDP growth. Let us know if you have any questions, as always.

The U.S. might fall prey to recession in the near future, but it isn't entering one now and any such talk of a shrinking economy would be "fake," in the...

04/13/2022

Wondering what impact higher interest rates will have on the investment world? Read here:

The latest meeting minutes from the Fed were a bit of a bombshell. Commonwealth CIO Brad McMillan explains what this news means for investors.

03/07/2022

If you work for yourself, there are several tax write-offs you might be able to claim on your taxes. Read about these 15 self-employment tax deductions:

Working for yourself comes with the opportunity to claim a variety of tax write-offs.